Compare · 2 funds side by side · dividends reinvested

OVF and IXUS

OVFOverlay Shares×IXUSiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,939OVF · best of the two

02 / 04

OVF and IXUS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Overlay Shares Foreign Equity ETFInternational · Ex-US broad0.83%12.67%+10.0%+13.6%+22.8%+8.4%−11.6%18.8%$66M1.5

iShares Core MSCI Total International Stock ETFInternational · Ex-US broad0.07%3.04%+10.2%+13.2%+21.0%+7.9%−11.4%17.4%$57.0B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: OVF 2019 · IXUS 2012

Head to Head

Swap sides Versus in desk

Head to Head

Overlay Shares Foreign Equity ETF · $66M$14,939

OVF

IXUS

iShares Core MSCI Total International Stock ETF · $57.0B$14,618

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

OVFMeasureIXUS

+10.0%Year to dateJan 1 → Nov 3+10.2%

+13.6%1 yearTotal return+13.2%

+22.8%3 years · per year$10,000 became $18,501 · $17,722+21.0%

+8.4%5 years · per year$10,000 became $14,939 · $14,618+7.9%

0.83%Expense ratio$83 · $7 a year on $10k · lower is better0.07%

12.67%Trailing 12-mo yield$1,267 · $304 a year on $10k3.04%

−11.6%Worst dropSmaller is better−11.4%

18.8%VolatilityLower is calmer17.4%

OVFIXUS Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OVF vs IXUS: Top 5 Holdings

Today

OVF

100.0%in top 5

IXUS

in top 510.0%

OVFStockIXUS

75.9%IEFAnot top 5

24.1%IEMGnot top 5

not top 52330.TW4.3%

not top 5005930.K1.9%

not top 5ASML.AS1.5%

not top 5000660.K1.4%

not top 5ROP.SW0.8%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

OVF vs IXUS Returns, Every Period

Overlay SharesOVF

+8.4%

5 years, per year

IXUSiShares

+7.9%

5 years, per year

OVFIXUSFaded: behind in that period

3–1OVF wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

OVF vs IXUS

YTD

Overlay SharesOVF

+10.0%

IXUSiShares

+10.2%

+10.0%Year to date+10.2%

−11.6%Worst drop · 1Y−11.4%

18.8%Volatility · 1Y17.4%

12.7%Yield3.0%

$66.1MAssets$57.0B

3–1IXUS wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OVF, IXUS

Today

0.07%lowest, IXUS

FundExpense ratioFee$10k

IXUS0.07%$7

OVF0.83%$83

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: OVF, IXUS

12.67%highest, OVF

FundTrailing yieldYield$10k

OVF12.67%$1,267

IXUS3.04%$304

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,184most kept, OVF

OVF$1,267 − $83 = $1,184

IXUS$304 − $7 = $297

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: OVF, IXUS

Today

0.0%most shared, OVF and IXUS

OVFIXUS

OVF—0.0%

IXUS0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.6%OVF, at 18.8% volatility

IXUSWorst drop−11.4%17.4% vol

OVFWorst drop−11.6%18.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

OVFIXUS

+10.0%Year to date+10.2%

12.7%Yield3.0%

+13.6%Past year+13.2%

0.83%Fee0.07%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VXUS vs IXUS

YTD

VanguardVXUS

+9.8%

IXUSiShares

+10.2%

+9.8%Year to date+10.2%

2.4%Yield3.0%

$163BAssets$57.0B

2–0IXUS wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026